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Size ($ in 1000's)
At 12/31/2023: $36,108
At 09/30/2023: $32,169
Wealthgate Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthgate Family Office LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Wealthgate Family Office LLC top holdings by largest position size, as per the latest 13f filing made by Wealthgate Family Office LLC.
In the Wealthgate Family Office LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Wealthgate Family Office LLC in that top holding, then the share count change between reporting periods, and finally the Wealthgate Family Office LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
32,761 |
+33 |
$15,572 | | SPY | 32,761 | +33 | $15,572 | | ISHARES TR (IYG) |
18,428 |
+11 |
$3,303 | | IYG | 18,428 | +11 | $3,303 | | EVERCOMMERCE INC |
294,116 |
UNCH |
$3,244 | | EVCM | 294,116 | UNCH | $3,244 | | APPLE INC |
15,585 |
UNCH |
$3,001 | | AAPL | 15,585 | UNCH | $3,001 | | ISHARES TR (HEFA) |
56,290 |
UNCH |
$1,774 | | HEFA | 56,290 | UNCH | $1,774 | | VANGUARD INDEX FDS (VTI) |
7,233 |
+30 |
$1,716 | | VTI | 7,233 | +30 | $1,716 | | VANGUARD INTL EQUITY INDEX F (VWO) |
41,454 |
UNCH |
$1,704 | | VWO | 41,454 | UNCH | $1,704 | | LAMB WESTON HLDGS INC |
6,877 |
UNCH |
$743 | | LW | 6,877 | UNCH | $743 | | ISHARES TR (EFA) |
9,782 |
+1,216 |
$737 | | EFA | 9,782 | +1,216 | $737 | | CONAGRA BRANDS INC |
22,656 |
UNCH |
$649 | | CAG | 22,656 | UNCH | $649 |  BERKSHIRE HATHAWAY INC DEL |
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$586 | | BRK.B | 1,644 | UNCH | $586 | | ISHARES GOLD TR (IAU) |
12,312 |
UNCH |
$481 | | IAU | 12,312 | UNCH | $481 | | NIKE INC |
4,000 |
UNCH |
$434 | | NKE | 4,000 | UNCH | $434 | | GOLDMAN SACHS GROUP INC |
1,071 |
+3 |
$413 | | GS | 1,071 | +3 | $413 | | JPMORGAN CHASE & CO |
2,360 |
UNCH |
$401 | | JPM | 2,360 | UNCH | $401 | | ARROW ELECTRS INC |
3,080 |
UNCH |
$377 | | ARW | 3,080 | UNCH | $377 | | ALPHABET INC |
2,060 |
UNCH |
$288 | | GOOGL | 2,060 | UNCH | $288 | | ALIBABA GROUP HLDG LTD |
3,267 |
UNCH |
$253 | | BABA | 3,267 | UNCH | $253 | | COINBASE GLOBAL INC |
1,298 |
+1,298 |
$226 | | COIN | 1,298 | +1,298 | $226 |
See Full List: All Stocks Held By Wealthgate Family Office LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthgate Family Office LLC
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